HubSpot Integration

Connect your Panda IDX website to HubSpot for powerful visitor tracking, lead management, and automated marketing workflows. Perfect for real estate teams using HubSpot CRM.

Path: Integrations → HubSpot

Overview

HubSpot is an all-in-one marketing, sales, and CRM platform. By integrating HubSpot with your Panda IDX website, you can:

• Track website visitors and their behavior
• Identify which companies visit your site
• Capture leads directly into HubSpot CRM
• Enable HubSpot live chat and chatbots
• Trigger automated email workflows based on site activity
• Score leads based on page views and interactions
• Create detailed contact timelines with website activity
• Use HubSpot forms on your website

Why Use HubSpot for Real Estate?

If you're already using HubSpot for email marketing or CRM, this integration ensures your website visitors are automatically tracked and synced. You'll see exactly which properties prospects view, how often they visit, and which pages interest them most.

Prerequisites

Before setting up HubSpot integration, you'll need:

1. HubSpot Account: Active HubSpot account (free or paid)
2. HubSpot Tracking Code: Access to your HubSpot tracking code
3. Account ID: Your HubSpot account ID (Hub ID)
4. Admin Access: Permission to access tracking code settings

Don't Have HubSpot Yet?

1. Sign up for a free account at hubspot.com
2. Complete the initial setup wizard
3. Navigate to Settings → Tracking & Analytics
4. Copy your tracking code

Setup Instructions

Step 1: Get Your HubSpot Tracking ID

The HubSpot tracking code contains an ID number that you'll need to extract.

How to Find Your Tracking Code:

1. Log in to HubSpot: Visit app.hubspot.com
2. Open Settings: Click the settings icon (gear) in the top navigation
3. Go to Tracking & Analytics: Navigate to Tracking & Analytics → Tracking Code
4. View Tracking Code: You'll see a code block that looks like this:

<!-- Start of HubSpot Embed Code -->
<script type="text/javascript" id="hs-script-loader" async defer
src="//js.hs-scripts.com/38118529.js"></script>
<!-- End of HubSpot Embed Code -->

Extract the ID:

Look at the script src attribute. The number after hs-scripts.com/ and before .js is your Tracking ID.

In the example above: 38118529

Your Tracking ID is: The numerical portion only (no .js extension)

Step 2: Add to Panda IDX

1. Open Integrations: Navigate to Integrations in your Panda IDX dashboard
2. Find HubSpot: Locate the HubSpot integration card
3. Click Configure: Click on the card to open settings
4. Paste Tracking ID: Enter your numerical ID in the "Tracking ID" field
5. Save Changes: Click "Save" to activate the integration

Example: Enter 38118529 (just the numbers, no file extension)

Step 3: Verify Installation

After saving, verify that HubSpot is tracking properly:

1. Visit Your Website: Open your Panda IDX website in a new browser tab
2. Open HubSpot: Go to Reports → Analytics Tools → Traffic Analytics
3. Check Real-Time: Look for real-time visitor data (may take 5-10 minutes)
4. Browse Pages: Visit several pages on your site
5. Verify Tracking: Confirm page views appear in HubSpot

Alternative Verification:

• Install the HubSpot Tracking Code Debugger Chrome extension
• Visit your website
• Extension icon will turn orange if tracking code is detected

Configuration Options

Tracking ID (Required)

Format: Numerical ID (e.g., 38118529)

What It Does: Enables HubSpot tracking on all pages of your website. Tracks page views, sessions, traffic sources, and identifies returning visitors.

How to Find It:

• HubSpot → Settings → Tracking & Analytics → Tracking Code
• Extract the number from the script source URL
• Example: From //js.hs-scripts.com/38118529.js, use 38118529

Common Mistake: Don't include .js extension - numbers only!

What Gets Tracked?

Once integrated, HubSpot automatically tracks:

Visitor Behavior:

• Page views and session duration
• Navigation paths through your site
• Form submissions
• CTA (call-to-action) clicks
• Chat conversations
• Return visits and frequency

Traffic Sources:

• Original source (how they first found you)
• Recent source (how they returned)
• Referral URLs
• Campaign tracking (UTM parameters)
• Social media sources
• Paid search vs organic

Visitor Intelligence:

• IP-based company identification
• Geographic location
• Device type and browser
• New vs returning visitors
• Anonymous visitors (until they convert)

Lead Data (after form submission):

• Contact information linked to all site activity
• Full timeline of pages viewed before and after conversion
• Lead scoring based on page views
• Automated list enrollment
• Workflow triggers

Features Enabled by Integration

HubSpot Forms

Place HubSpot forms on your website to capture leads directly into your HubSpot CRM.

How It Works:

• Create forms in HubSpot
• Embed them on your Panda IDX pages (contact page, property pages)
• Form submissions create/update contacts in HubSpot
• Trigger automated email sequences

Live Chat & Chatbots

Enable HubSpot live chat to talk to website visitors in real-time.

How to Enable:

1. HubSpot: Go to Conversations → Chatflows
2. Create Chatflow: Click "Create chatflow"
3. Choose Type: Select "Website" or "Live chat"
4. Configure: Set up your chat widget, greeting, and routing
5. Publish: The chat will automatically appear on your site

Real Estate Use Cases:

• Answer property questions instantly
• Qualify leads with chatbot questions
• Schedule showing appointments via chat
• Provide instant pricing and availability

Lead Scoring

Automatically score leads based on website behavior.

Example Scoring Rules:

• Viewed luxury property pages: +10 points
• Visited site 3+ times: +15 points
• Downloaded buyer guide: +20 points
• Viewed pricing page: +25 points
• Submitted contact form: +50 points

How to Set Up:

1. HubSpot: Go to Settings → Properties → Contact Properties
2. Find HubSpot Score: Locate the "HubSpot Score" property
3. Set Criteria: Define point values for actions
4. Use in Workflows: Trigger actions when score reaches threshold

Automated Workflows

Create automated email sequences based on website activity.

Real Estate Workflow Examples:

New Listing Alert:

• Trigger: Contact views "New Developments" page
• Action: Send email with newest listings

Property Follow-Up:

• Trigger: Contact views specific property 2+ times
• Action: Email asking if they want to schedule a showing

Seller Nurture:

• Trigger: Contact visits "Sell Your Home" page
• Action: Send free home valuation offer

Re-Engagement:

• Trigger: Contact hasn't visited in 30 days
• Action: Send market update email

Using HubSpot with Panda IDX CRM

Recommended Approach: Use both systems together.

Use Panda IDX CRM For:

• Real-time lead notifications
• Quick daily lead management
• Property-specific lead tracking
• Built-in real estate workflows
• Transaction pipelines

Use HubSpot For:

• Email marketing campaigns
• Marketing automation and nurturing
• Detailed analytics and reporting
• Lead scoring and qualification
• Company-level tracking

Integration Strategy:

• Capture leads in both systems
• Use HubSpot for long-term nurturing
• Use Panda IDX for transaction management
• Manually sync high-priority contacts between systems

Best Practices

Contact Identification:

• Add HubSpot forms to key pages (homepage, contact, property inquiries)
• Include email field in all forms to identify contacts
• Use progressive profiling to gather more data over time

Lead Nurturing:

• Create workflows for different buyer/seller journeys
• Segment contacts based on pages viewed (buyer vs seller intent)
• Send targeted content based on property interests

Analytics Review:

• Check Sources Report weekly to understand traffic channels
• Review top-performing pages monthly
• Identify high-converting traffic sources
• Optimize underperforming pages

Chat Availability:

• Set chat hours to match your availability
• Use chatbots for after-hours lead capture
• Create away messages with contact options
• Route chats to specific team members

Data Quality:

• Regularly review and clean contact data
• Merge duplicate contacts
• Update contact properties based on website behavior
• Archive inactive contacts

Troubleshooting

Tracking Code Not Working

Problem: HubSpot shows no website activity after 24 hours.

Solutions:

1. Verify ID: Ensure you entered only the numerical ID (no .js extension)
2. Check for Typos: No extra spaces or characters
3. Clear Cache: Clear browser cache and revisit your website
4. Wait 30 Minutes: HubSpot data can take 30-60 minutes to appear
5. Test with Debugger: Install HubSpot Tracking Code Debugger Chrome extension
6. Check Multiple Tracking Codes: If you previously added tracking code manually, remove it

Visitors Not Showing as Contacts

Problem: Website visitors tracked, but not creating contact records.

Solutions:

1. Form Required: Anonymous visitors don't become contacts until they submit a form
2. Add HubSpot Forms: Place HubSpot forms on your site to identify visitors
3. Check Form Settings: Ensure forms are set to create contacts
4. Cookie Blocking: Some visitors may block cookies (expected behavior)

Note: HubSpot tracks anonymous visitors until they submit a form with their email. Only then does it create a contact record and link all previous activity.

Duplicate Tracking Code

Problem: Page views appear doubled in HubSpot analytics.

Solutions:

1. Remove Old Code: If you manually added tracking code before, remove it from your theme
2. Check Integration: Ensure tracking code is only installed via Panda IDX integration
3. One Installation Only: Tracking code should only be loaded once per page
4. Contact Support: If duplicates persist, contact Panda IDX support

Forms Not Submitting

Problem: HubSpot forms on your site don't submit or show errors.

Solutions:

1. Check Form Code: Ensure you copied the complete embed code from HubSpot
2. Portal ID Match: Verify the form's portal ID matches your tracking ID
3. JavaScript Errors: Check browser console (F12) for errors
4. Ad Blockers: Some ad blockers prevent form submissions - test in incognito mode
5. Form Status: Confirm form is "Published" in HubSpot

Chat Widget Not Appearing

Problem: HubSpot chat doesn't show on your website.

Solutions:

1. Chatflow Published: Ensure chatflow is published in HubSpot
2. Correct Pages: Check that chatflow is set to appear on your domain
3. Tracking Code: Chat requires tracking code to be installed (check Step 2)
4. Cache: Clear browser cache and reload
5. Targeting Rules: Review chatflow targeting rules - may be set to specific pages only

Privacy & Compliance

Important Considerations:

• HubSpot tracking collects visitor data (IP addresses, behavior, cookies)
• Comply with GDPR, CCPA, and other privacy regulations
• Update your Privacy Policy to mention HubSpot tracking
• Provide cookie consent banners if required in your jurisdiction
• Honor opt-out requests
• HubSpot offers GDPR-compliant features (cookie consent, data deletion)

Best Practice:

1. Add cookie consent banner to your website
2. Link to updated Privacy Policy
3. Enable HubSpot's GDPR features in settings
4. Regularly audit data collection practices

Advanced Features

UTM Parameter Tracking

Track campaign performance with UTM parameters in your URLs:

Example:

https://yourwebsite.com/listings?utm_source=facebook&utm_medium=social&utm_campaign=spring_sellers

HubSpot automatically tracks all UTM parameters and attributes leads to specific campaigns.

Company Identification

HubSpot can identify which companies visit your site (based on IP address).

How It Works:

• HubSpot matches visitor IPs to company databases
• Shows company name, size, industry, location
• Useful for B2B real estate (commercial, luxury developers)

Enable:

• HubSpot → Settings → Tracking & Analytics → Companies
• Toggle "Automatically create company records"

Page-Specific Tracking

Track specific page events for detailed insights:

Example Events:

• Property detail page views
• Search filters used
• PDF downloads (buyer guides, market reports)
• Video plays (property tours)

Setup:

• HubSpot → Reports → Analytics Tools → Events
• Use HubSpot's event tracking API for custom events

Quick Tips

💡 Use HubSpot Forms: Replace generic contact forms with HubSpot forms to automatically sync leads to HubSpot CRM

💡 Set Up Workflows: Create automated email sequences triggered by specific page visits (seller pages, luxury listings)

💡 Enable Chat: HubSpot's free live chat can significantly increase lead capture rates

💡 Track Campaigns: Use UTM parameters in all social media, email, and ad links to measure ROI

💡 Review Sources Report: Check weekly to see which marketing channels drive the most traffic and leads

💡 Create Smart Lists: Build dynamic contact lists based on website behavior (e.g., "Viewed 3+ luxury properties")

💡 Score Leads: Set up lead scoring to prioritize follow-up on the most engaged prospects

Quick Reference

Setup Summary:

1. Get Tracking ID from HubSpot → Settings → Tracking & Analytics
2. Extract numerical ID from script URL (e.g., 38118529)
3. Add to Panda IDX → Integrations → HubSpot
4. Save and verify tracking within 30 minutes

Common ID Formats:

• ✅ Correct: 38118529 (numbers only)
• ❌ Wrong: 38118529.js (includes extension)
• ❌ Wrong: //js.hs-scripts.com/38118529.js (full URL)